Brian Picariello, CPA/PFS, CFA®
Managing Partner
Ben Gyulambaryan, CFP®
Sr. Wealth Advisor
Bryan Bielawski, CPA, CFA
Sr. Wealth Advisor
Constanza Low
Wealth Advisor
Cristina Levin
Wealth Advisor
David Haman, CFP®
Sr. Wealth Advisor
Gerard Miles, CFP®
Wealth Advisor
Jason O’Meara, CFP®
Partner
Marissa Nece
Wealth Advisor
Mendim Gecaj, CFP®, CPWA®
Principal
Paul Oliva
Managing Partner
Rafael Arellano, CFP®
Sr. Wealth Advisor
Steven Crevar, CFP®
Wealth Advisor
Susan Portnoi, CPA/PFS
Sr. Wealth Advisor
Edward Dunphy
Regional Vice President
Kelly Gaur
Regional Vice President
Kevin Dillon, CFP®, CRPC®
Regional Vice President
Kevin Meyersburg
Regional Vice President
Marcus Christopher Williams, CFP®
Regional Vice President
James Werner
Manager, Client Development Associate

